307 hedge funds and large institutions have $2.93B invested in Calix in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 97 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

7% less funds holding

Funds holding: 330307 (-23)

28% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 64

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
307
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.86M
Puts
$318K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$158K
Royal Bank of Canada
227
Royal Bank of Canada
Ontario, Canada
$146K
AssetMark Inc
228
AssetMark Inc
California
$125K
KBC Group
229
KBC Group
Belgium
$102K
SPIA
230
Steward Partners Investment Advisory
New York
$91.2K
OM
231
OV Management
Minnesota
$81.5K
GI
232
GAMMA Investing
California
$80.9K
PWPS
233
Pinnacle Wealth Planning Services
Ohio
$79.7K
BNP Paribas Asset Management
234
BNP Paribas Asset Management
France
$63K
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$60.1K
S
236
SignatureFD
Georgia
$60.1K
SAM
237
Smartleaf Asset Management
Massachusetts
$47.1K
Group One Trading
238
Group One Trading
Illinois
$44.5K
SFG
239
Strive Financial Group
Indiana
$37K
C
240
Covestor
United Kingdom
$35K
SL
241
Salomon & Ludwin
Virginia
$31.5K
HFS
242
Hantz Financial Services
Michigan
$28K
US Bancorp
243
US Bancorp
Minnesota
$26.9K
SC
244
SouthState Corp
Florida
$24.5K
CA
245
Crewe Advisors
Utah
$22.3K
Ohio Public Employees Retirement System (OPERS)
246
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.9K
FFA
247
Farther Finance Advisors
California
$20.3K
TVWM
248
Tower View Wealth Management
Wisconsin
$19.6K
SCM
249
Sterling Capital Management
North Carolina
$19.2K
KAS
250
Kemnay Advisory Services
New York
$15.9K